Keep Zoom meeting summaries with Salesforce records
Give your team one place to find the decisions and follow-ups from customer meetings.
Trigger
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Meeting takeaways get lost when summaries stay in Zoom and the customer context lives in Salesforce.
- Keep meeting context close to customer records.
- Reduce manual copying after calls.
- Capture updated summaries when Zoom changes them.
Setup
Build it in a few focused steps.
- 1Connect Zoom and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to save each meeting summary as a Salesforce note on the matching record; provide matching guidance if needed.
- 4Choose Meeting Summary Created or Updated as the trigger and select where run reports go.
- 5Test with one real meeting summary.
Questions about this workflow
Does this trigger work with a free Zoom account?
No. Zoom requires a paid Pro, Business, or Enterprise account and AI Companion enabled for this trigger.
How does Notis know which Salesforce record to attach the note to?
Tell Notis how to identify the matching record. If the summary does not include enough information, provide the matching details in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Salesforce. A trigger fires from one place; an action lands in another.
Zoom triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Zoom and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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